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Daner Wealth Management, LLC: VTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Daner Wealth Management, LLC on VTI, newest first. How the timeline and the estimate are built.

Daner Wealth Management, LLC held 5,926 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,926 shares
    Change vs previous 13F +6 shares

    1.23% of the 13F portfolio, value $2,277,348.

    13F-HR 0001956649-26-000003 filed by Daner Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,920 shares
    Change vs previous 13F +472 shares

    1.26% of the 13F portfolio, value $2,147,809.

    13F-HR 0001956649-26-000002 filed by Daner Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 5,448 shares
    Change vs previous 13F -229 shares

    1.14% of the 13F portfolio, value $1,862,091.

    13F-HR 0001956649-26-000001 filed by Daner Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 5,677 shares
    Change vs previous 13F +36 shares

    1.21% of the 13F portfolio, value $1,858,136.

    13F-HR 0001956649-25-000006 filed by Daner Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 5,641 shares
    Change vs previous 13F +4,391 shares

    1.23% of the 13F portfolio, value $1,783,133.

    13F-HR 0001956649-25-000004 filed by Daner Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 1,250 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $375,424.

    13F-HR 0001956649-25-000002 filed by Daner Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).